Principal Associate, Financial Planning & Analysis

EPX

Houston, TX, United States
Houston, tx: $109,900 - $125,400; bonus/equity: pe...
Financial reporting and analysis
Budgeting and forecasting
Variance analysis
The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership

Job Summary

  • The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership.
  • This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team including GPN Finance CFO.
  • As a Principal Finance Associate, you will have the opportunity to partner with Finance leads and Global Payment Network business partners on driving strategic business direction that leads to sustainable performance.

Matching Summary

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership.

Salary

Houston, TX: $109,900 - $125,400; Bonus/Equity: performance based incentive compensation; Benefits: comprehensive, competitive, and inclusive set of health, financial and other benefits

Skills & Requirements

Must-have

  • Financial reporting and analysis
  • Budgeting and forecasting
  • Variance analysis
  • P&L management
  • Scenario planning
  • Data integrity and analysis

Nice-to-have

  • Analytical curiosity
  • Problem-solving skills
  • Teamwork and knowledge sharing
  • Passion to learn
  • Strategic business direction

Key Requirements

  • Bachelor’s Degree or military experience
  • At least 4 years of experience in financial analysis
  • At least 4 years of experience with financial modeling
  • Bachelor’s Degree in a quantitative major
  • Master’s Degree in Business Administration (MBA)
  • Master’s Degree in Finance
  • Chartered Financial Analyst (CFA) license
  • Certified Public Accountant (CPA) license
  • 5+ years’ experience in financial analysis
  • 5+ years’ experience with financial modeling
  • Strong Microsoft Excel and PowerPoint skills
  • Previous experience with Anaplan and OneStream

Work Rights

Not specified

Tailored Resume

Cover Letter